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Data Preparation

After you have connected to a data source, you can prepare data in various ways before analyzing it. For instance, you can join tables/views or aggregate data for SQL data sources using Query Builders available for WinForms and Web.


The following operations can be performed depending on the selected platform/data source type.

Data Source Type

WinForms Designer

Web Dashboard

SQL Data Source
  • The WinForms Designer allows you to prepare data in the Query Builder in the following ways.
    • Join tables/views.
    • Create additional columns using expressions.
    • Pre-aggregate data.
    • Filter data.
    If necessary, you can perform all operations using a custom SQL query. To learn more, see WinForms Designer - Working with Data.
  • You can add calculated fields to SQL queries. To learn more, see WinForms Designer - Calculated Fields.
OLAP Data Source
Excel Data Source
  • You can filter the entire Excel data source either in code or using the Filter Editor. To learn more, see Excel Data Source Filtering.
  • The Calculated Fields topic shows how to add calculated fields to any supported data source type.
  • To learn how to filter the Excel data source in the Web Dashboard, see Filter Data Sources.
  • The Calculated Fields topic shows how to add calculated fields to any supported data source type.
Entity Framework Data Source
  • You can use stored procedures to select only required data from the Entity Framework data source.
  • The Calculated Fields topic shows how to add calculated fields to any supported data source type.
  • In the Web Dashboard, you can use stored procedures specified in code to select only required data (EFDataSource.StoredProcedures).
  • The Calculated Fields topic shows how to add calculated fields to any supported data source type.
Object Data Source
  • The Object data source can be filtered either in code or using the Filter Editor. To learn how to do this, see Object Data Source Filtering.
  • The Calculated Fields topic shows how to add calculated fields to any supported data source type.
  • To learn how to filter the Object data source in the Web Dashboard, see Filter Data Sources.
  • The Calculated Fields topic shows how to add calculated fields to any supported data source type.
Extract Data Source
  • After you created the Extract data source, you can filter it either in code or using the Filter Editor. To learn more, refer to Extract Data Source Filtering.
  • The Calculated Fields topic shows how to add calculated fields to any supported data source type.
  • To learn how to filter the Extract data source in the Web Dashboard, see Filter Data Sources.
  • The Calculated Fields topic shows how to add calculated fields to any supported data source type.

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